Inventory (UXPROD-785)

[UXPROD-3046] NFR: Inventory. Swap from search tool PostgreSQL to Elasticsearch Created: 20/Apr/21  Updated: 17/Jan/22  Resolved: 25/Oct/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Kiwi (R3 2021)
Parent: Inventory

Type: New Feature Priority: P2
Reporter: Charlotte Whitt Assignee: Charlotte Whitt
Resolution: Done Votes: 0
Labels: NFR, elastic-search, metadatamanagement, search-and-filter
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: Microsoft Word Proposed Inventory Search MVP Kiwi release.docx    
Issue links:
Blocks
blocks UIIN-519 Inventory: Instance Sorting. Implemen... Closed
blocks UXPROD-2712 Inventory Elastic Search (Lotus): Tim... Closed
Cloners
is cloned by UXPROD-3271 NFR: Look up instance plug-in. Swap f... Closed
is cloned by UXPROD-3430 Inventory. Implement Facets on filter... Closed
Defines
is defined by MSEARCH-173 Handle not initialized tenant Closed
is defined by UIIN-1566 convert existing search/filter endpoi... Closed
is defined by UIIN-1567 incorporate ui-inventory-search facets Closed
is defined by UIIN-1631 Convert Action menu: Save instances U... Closed
is defined by UISEES-70 Deprecate ui-search-es Closed
is defined by UISEES-71 Permissions. Specific Inventory ES pe... Closed
Gantt End to Start
has to be done before UX-436 UX: Inventory. Elastic Search. Search... Draft
Relates
relates to FOLIO-3292 deprecate builds related to platform-... Closed
relates to UXPROD-2591 Elasticsearch Open
relates to UIPFI-37 Instance look-up component. Convert e... Closed
relates to UXPROD-3271 NFR: Look up instance plug-in. Swap f... Closed
relates to UXPROD-902 Faceted Search Closed
Epic Link: Inventory
Development Team: Prokopovych
PO Rank: 0
Rank: Cornell (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Current situation or problem: Inventory app is currently using the technical approach using PostgreSQL, JSONB columns, CQL and RAML Module Builder. This approach has been time consuming to develop, and add supporting search indexes, and cumbersome to improve with precise result counts and a performance expected by the users.

New ideas and suggestions about exploring replacement of PostgreSQL with Elasticsearch was decided by the Technical Council, Autumn 2020.

If Elasticsearch is approved (Spring 2021), then the idea is to make Elasticsearch a FOLIO wide search approach, and having the technology implemented in Inventory, Orders, Users, Request, etc.
Here link to the POC Overview (April 2021) - https://folio-org.atlassian.net/wiki/display/DD/Inventory+Search+-+POC+Overview.
And link to the POC evaluators report - https://docs.google.com/document/d/1qaWK-jLKByynlVtCHg761QQJBmyKLqPFZDb3SBfXOag/edit#heading=h.mzcbjmtxclv3

In scope:

  1. Inventory app - swapping PostgreSQL with Elastic Search
  2. Deprecate the POC app Inventory ES
  3. Filters using ES facets to be migrated to the existing Inventory app. Facets provide a significant improvement to the existing Inventory search functionality

Out of scope:
Implementation in other apps.

Use case(s):
As a staff user I search in Inventory, and my search performs fast, and returns relevant and precise results, which I then can access for doing my further work, CRUD, and misc. record management

Proposed solution/stories:

Proposed Inventory Search MVP Kiwi release.docx

Timeline: Kiwi (and possible some work to be postponed to Lotus).

Links to additional info
Searching in Inventory: https://folio-org.atlassian.net/wiki/display/FOLIOtips/Searching
Elasticsearch: https://folio-org.atlassian.net/wiki/display/DD/Search

Questions:

  • What is the impact on automated tests? How many will need to be revised?
  • When a change is needed to search, which team(s) will do the work?


 Comments   
Comment by Tom Wilson [ 26/Apr/21 ]

Do we have a commitment to moving forward with ES for all apps?

Comment by Holly Mistlebauer [ 19/Jul/21 ]

Harry:  He will talk to Magda about status and how to move forward.

Charlotte:  Team working on ES doesn't have UI developers. 

Comment by Holly Mistlebauer [ 13/Oct/21 ]

Charlotte Whitt: Will UISEES-71 Closed be finished for Kiwi? If not, please close this feature and create a new one for Lotus. Thanks...

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